Connect Remindlo to Insightly

Both apps 41Remindlo 8Insightly 33

• Trigger
  Contact Updated

  Triggers when a contact in Remindlo was updated.

• Action
  Create Contact

  Creates a contact in Remindlo, or updates the existing one when the phone number or email already belongs to a contact. Optionally enrols the contact in campaigns in the same call.

• Action
  Enroll in Campaign

  Enrols an existing Remindlo contact in a reminder campaign. Enrolling the same contact twice is harmless and reports already_enrolled.

• Action
  Find Campaign

  Returns the SMS campaigns whose name matches the specified campaign name (case-insensitive).

• Action
  Find Contact

  Finds Remindlo contacts by email, phone, id, or a free-text search plus filters. Returns the matching contacts and the first match.

• Action
  Get Contact by ID

  Finds a specific contact based on its ID.

• Action
  List Campaigns

  Lists every SMS-capable campaign in the Remindlo account.

• Action
  List Contacts

  Lists contacts in your Remindlo account, newest first by default, with optional filters for search text, tags, consent, recurring status and due/created dates.

• Action
  Add contact to organisation

  Link a contact to an organisation by updating the contact's ORGANISATION_ID.

• Action
  Create contact

  Create a new contact in Insightly.

• Action
  Create event

  Create a new calendar event in Insightly.

• Action
  Create lead

  Create a new lead in Insightly.

• Action
  Create note

  Create a new note in Insightly.

• Action
  Create opportunity

  Create a new opportunity in Insightly.

• Action
  Create organisation

  Create a new organisation in Insightly.

• Action
  Create project

  Create a new project in Insightly.

• Action
  Create task

  Create a new task in Insightly.

• Action
  Delete contact

  Delete a contact by its CONTACT_ID.

• Action
  Delete lead

  Delete a lead by its LEAD_ID.

• Action
  Delete opportunity

  Delete an opportunity by its OPPORTUNITY_ID.

• Action
  Delete organisation

  Delete an organisation by its ORGANISATION_ID.

• Action
  Get contact

  Retrieve a single contact by its CONTACT_ID.

• Action
  Get event

  Retrieves a single Insightly calendar event by its id, including its custom field values and links.

• Action
  Get lead

  Retrieve a single lead by its LEAD_ID.

• Action
  Get note

  Retrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.

• Action
  Get opportunity

  Retrieve a single opportunity by its OPPORTUNITY_ID.

• Action
  Get organisation

  Retrieve a single organisation by its ORGANISATION_ID.

• Action
  Get project

  Retrieve a single project by its PROJECT_ID.

• Action
  Get task

  Retrieve a single task by its TASK_ID.

• Action
  List leads

  List leads (paged).

• Action
  List opportunities

  List opportunities (paged).

• Action
  List organisations

  List organisations (paged).

• Action
  List projects

  List projects (paged).

• Action
  List tasks

  List tasks (paged).

• Action
  List users

  List Insightly users (useful for resolving owner/responsible user IDs).

• Action
  Search contacts

  Search contacts by a single field value (e.g. email_address).

• Action
  Update contact

  Update an existing contact in Insightly.

• Action
  Update lead

  Update an existing lead in Insightly.

• Action
  Update opportunity

  Update an existing opportunity in Insightly.

• Action
  Update organisation

  Update an existing organisation in Insightly.

• Action
  Update task

  Update an existing task in Insightly.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.